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Will Alcoa’s Stock Price Continue To Be Strong?

by Trefis Team
Alcoa ‘s (NYSE: AA) stock price has been receiving considerable momentum since the imposition of trade sanctions by the U.S. against Russia’s aluminum giant, Rusal. Although a great degree of uncertainty still prevails with respect to...
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Data Center Group Will Likely Drive Intel’s Near Term Growth

by Trefis Team
Intel (NASDAQ:INTC) has seen solid growth in the recent quarters, primarily led by its Data Center Group. The segment is benefiting from its cloud business, as well as high performance products, such as Xeon Scalable. While Intel continues to be ...
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A Look At Our $208 Valuation For Nvidia

by Trefis Team
Nvidia  (NASDAQ:NVDA) has seen solid growth in the recent quarters, led by its GPUs (graphics processing units), and Tegra Processors. The GPU segment is  benefiting from the gaming business, which saw a solid 77% revenue growth (y-o-y) in Q1. N...
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Subscriber Growth To Drive Sirius XM’s 2018 Results

by Trefis Team
SiriusXM’s  (NASDAQ: SIRI) revenue has gradually increased over the years, primarily due to growth in its subscriber base and average revenue per user (ARPU). Subscriber revenue accounts for close to 82% of the company’s overall revenues. Revenue...
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A Closer Look At Our $60 Price Estimate For Micron Technology

by Trefis Team
Micron  (NYSE:MU) has seen impressive growth in recent years. The company’s revenue grew 64% and its stock price doubled in 2017. The company expects the favorable demand-supply environment to persist in the year ahead, supported by continu...
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Should Barclays Slash Its Trading Operations?

by Trefis Team
Barclays is reportedly under pressure from activist investor Edward Bramson to shut down a majority of its securities trading operations – a move aimed at shrinking the British banking giant’s exposure to the capital-intensive trading...
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Improvement Seen Across The Board For Urban Outfitters In The First Quarter

by Trefis Team
Higher consumer spending, despite a longer than normal winter, helped  Urban Outfitters  (NASDAQ:URBN) deliver a beat in consensus expectations on sales and earnings . Comparable sales growth for the company came in at 10%, higher than the 8.9% f...
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What’s The Outlook Like For Halliburton’s North American Business?

by Trefis Team
Halliburton’s  (NYSE:HAL) North American operations, which account for close to 60% of the company’s revenues, have been faring well, driven by rising oil prices and strong oilfield services activity. During Q1 2018, revenues from the...
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Key Takeaways From HPE’s Earnings And What To Expect Through FY’18

by Trefis Team
HP Enterprise  (NYSE:HPE) is announced its fiscal second quarter earnings on May 22, reporting a nearly 10% y-o-y increase in net revenues to $7.5 billion. Revenue growth was reported across segments, with core Hybrid IT revenues increasing 7% ov...
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How Will NetApp Perform In Its Fourth Quarter?

by Trefis Team
NetApp  (NASDAQ: NTAP) has delivered strong results in recent years, with earnings and revenue beating market expectations more often than not. The company is  scheduled to announce earnings on May 23, and we expect it to report another solid qua...
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Competitive Pressure And Lower Demand Will Likely Weigh On Merck’s Anti-Infective Drug Portfolio

by Trefis Team
Merck’s (NYSE:MRK) Anti-Infective drugs account for over 25% of the company’s value, according to our estimates. This can be attributed to a large portfolio of around a dozen drugs within this segment. The key drugs are Isentress, Gar...
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A Look At Micron Technology’s Projected Growth

by Trefis Team
Micron  (NYSE:MU) has performed strongly over the past couple of years. The company reported record revenue ($29.5 billion,+64% year-over-year) in 2017, and expects to grow by nearly 33% annually over the next two years. Revenue growth was seen a...
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Can Best Buy Keep Beating Expectations in Q1?

by Trefis Team
Best Buy  (NYSE:BBY) is scheduled to announce its fiscal first quarter results on Thursday, May 24. We have created an Interactive Dashboard which outlines our forecasts for the company’s Q1 and expectations for its fiscal 2019 results. Y...
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What Is Driving U.S. Steel’s Recent Price Volatility?

by Trefis Team
U.S. Steel (NYSE: X) has experienced a great degree of volatility in its stock price since the company released its first-quarter earnings. Volatility is largely being driven by the uncertainty revolving around the potential benefit that the comp...
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How Did Chinese Wireless Carriers Fare In April?

by Trefis Team
Chinese wireless carriers had a relatively mixed performance during the month of April. While  China Telecom  (NYSE:CHA) fared the best, adding 5.57 million mobile subscribers, likely driven by its expanding coverage and its promotion of larger d...
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